Capstone Investment Advisors
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Capstone Investment Advisors’s DTE Energy DTE Stock Holding History

Capstone Investment Advisors’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,600
Closed -$193K – 1476
2024
Q4 		$193K Buy
1,600
+800
+100% +$98.7K ﹤0.01% 1600
2024
Q3 		$103K Buy
800
+600
+300% +$72.3K ﹤0.01% 1707
2024
Q2 		$22.2K Sell
200
-400
-67% -$44.7K ﹤0.01% 2002
2024
Q1 		$67.3K Hold
600
– – ﹤0.01% 2191
2023
Q4 		$66.2K Buy
600
+200
+50% +$20.5K ﹤0.01% 1982
2023
Q3 		$39.7K Hold
400
– – ﹤0.01% 2034
2023
Q2 		$44K Buy
+400
New +$44.6K ﹤0.01% 1775
2023
Q1 		– Sell
-700
Closed -$82.3K – 1584
2022
Q4 		$82.3K Hold
700
– – ﹤0.01% 1424
2022
Q3 		$81K Buy
+700
New +$90.4K ﹤0.01% 1585
2022
Q2 		– Sell
-9,700
Closed -$1.28M – 1898
2022
Q1 		$1.28M Buy
9,700
+1,800
+23% +$220K ﹤0.01% 1221
2021
Q4 		$944K Sell
7,900
-2,200
-22% -$252K ﹤0.01% 1335
2021
Q3 		$1.13M Buy
10,100
+9,747
+2,761% +$1.14M ﹤0.01% 1368
2021
Q2 		$39K Sell
353
-2,350
-87% -$275K ﹤0.01% 1634
2021
Q1 		$306K Sell
2,703
-3,525
-57% -$370K ﹤0.01% 1360
2020
Q4 		$643K Sell
6,228
-6,815
-52% -$718K ﹤0.01% 1190
2020
Q3 		$1.28M Buy
13,043
+6,933
+113% +$677K 0.01% 949
2020
Q2 		$559K Buy
+6,110
New +$541K ﹤0.01% 1067
2020
Q1 		– Sell
-2,585
Closed -$286K – 1194
2019
Q4 		$286K Sell
2,585
-118
-4% -$12.7K ﹤0.01% 1214
2019
Q3 		$306K Buy
+2,703
New +$299K ﹤0.01% 1176

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's DTE Position: Q1 2025 in Review

Capstone Investment Advisors sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 4,432 shares — an estimated $535K sold.

Capstone Investment Advisors first reported a position in DTE in Q4 2015 and held it in 11 quarters. The position peaked at $1.81M in Q3 2021. 922 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Capstone Investment Advisors reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,432 DTE Energy shares in Q1 2025, an estimated $535K.
  • Capstone Investment Advisors first reported a position in DTE Energy in Q4 2015 and held it in 11 quarters.
  • Capstone Investment Advisors's DTE Energy position peaked at $1.81M in Q3 2021.
  • 922 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.